Isaac specializes in helping clients realize their life-long financial dreams by putting a plan into place to help them succeed. His main focus is helping to create and maintain investment portfolios and implementing risk strategies through careful insurance planning. Isaac has experience from his previous career helping business owners solve complex problems. He is currently working towards the completion of his Certified Financial Planners (CFP) designation.
(905) 430-8099
Compass Wealth Partners
92 Albert Street
Oshawa, ON L1H 4R2